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Concurrent Investment Advisors’s Marathon Petroleum MPC Stock Holding History

Concurrent Investment Advisors’s Portfolio MPC Stock Details MPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.5M Buy
84,153
+4,459
+6% +$1.09M 0.18% 113
2026
Q1 		$19.5M Buy
79,694
+7,002
+10% +$1.41M 0.21% 106
2025
Q4 		$11.8M Buy
72,692
+57,476
+378% +$10.7M 0.13% 162
2025
Q3 		$2.93M Sell
15,216
-476
-3% -$83.7K 0.05% 359
2025
Q2 		$2.61M Sell
15,692
-362
-2% -$54.3K 0.05% 363
2025
Q1 		$2.34M Sell
16,054
-2,192
-12% -$324K 0.06% 338
2024
Q4 		$2.55M Sell
18,246
-370
-2% -$56.5K 0.07% 271
2024
Q3 		$3.03M Buy
18,616
+3,019
+19% +$510K 0.09% 229
2024
Q2 		$2.71M Buy
15,597
+2,338
+18% +$435K 0.09% 221
2024
Q1 		$2.67M Sell
13,259
-2,443
-16% -$418K 0.11% 196
2023
Q4 		$2.33M Buy
+15,702
New +$2.33M 0.11% 202

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Concurrent Investment Advisors's MPC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Marathon Petroleum (MPC) stake by 5.6% in Q2 2026, buying an estimated $1.09M and bringing the position to 84,153 shares worth $21.5M. The position accounts for 0.18% of the portfolio, ranked #113.

Concurrent Investment Advisors first reported a position in MPC in Q4 2023 and has held it in 11 quarters since. 1,952 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Concurrent Investment Advisors held 84,153 shares of Marathon Petroleum worth $21.5M as of Q2 2026.
  • Concurrent Investment Advisors bought 4,459 Marathon Petroleum shares in Q2 2026, an estimated $1.09M.
  • Marathon Petroleum made up 0.18% of Concurrent Investment Advisors's portfolio in Q2 2026, its #113 holding.
  • Concurrent Investment Advisors first reported a position in Marathon Petroleum in Q4 2023 and has held it in 11 quarters since.
  • 1,952 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.